Entering a Business Customer

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Navigation:  Using The System > Basic Features > Deal Processing > Processing a New Deal > Step 2: Buyer Information >

Entering a Business Customer

 

 

If the buyer is a business, do not enter information into the First Name or Middle fields. These fields are for personal name information only.

Go to the 1-Financial Calculations tab, and select a value of Bus. from the 'Use' drop down box